Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ChargePoint Holdings, Inc.CHPT · Entity 6581 | Managing Director, Europe | October 12, 2021 | October 14, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ChargePoint Holdings, Inc.
Report date October 12, 2021 · Filed October 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 610,799 |
Reported balance
After 2021-10-12 transaction · row 1
1 source rowRow 1 · 2021-10-12 · Exercise / conversion · Disposed 15,812 · Balance 610,799 |
| Stock Option (right to buy)`SEC Table II · derivative / convertible security · Conversion / exercise price $0.84 · Expires 2027-12-21 | Direct | 15,923 |
Reported balance
After 2021-10-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-12 · Exercise / conversion · Disposed 15,812 · Balance 15,923 F1: The Stock Option vests in 48 equal monthly installments from November 6, 2017, subject to the Reporting Person's continuous service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Option vests in 48 equal monthly installments from November 6, 2017, subject to the Reporting Person's continuous service through each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 12, 2021 Filed Oct 14, 2021 21:30 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Exercise / conversionStock Option (right to buy)` · Derivative | 15,812 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-21-040268 · doc4.xml · derivative · entry 2 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,923 Underlying: Common Stock · 15,812 shares Expires 2027-12-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Stock Option vests in 48 equal monthly installments from November 6, 2017, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| October 12, 2021 Filed Oct 14, 2021 21:30 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Exercise / conversionCommon Stock | 15,812 | $0.84 | $13,282.08 |
DisclosureSEC source: 0000899243-21-040268 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610,799 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 23:17 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Exercise / conversionStock Option (right to buy) · Derivative | 216,000 | $0.00 Strike: $0.84 | $0.00 |
DisclosureSEC source: 0000899243-21-038457 · doc4.xml · derivative · entry 3 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,735 Underlying: Common Stock · 216,000 shares Expires 2027-12-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Stock Option vests in 48 equal monthly installments from November 6, 2017, subject to the Reporting Person's continuous service through each vesting date. The expiration date of the option as previously reported on the Form 4 filing dated March 2, 2021 was incorrectly stated as February 28, 2021 and is corrected in Column 6 on this Form 4. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 23:17 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Exercise / conversionCommon Stock | 216,000 | $0.84 | $181,440.00 |
DisclosureSEC source: 0000899243-21-038457 · doc4.xml · nonDerivative · entry 2 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,987 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 28, 2021 Filed Sep 30, 2021 23:17 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 100,000 | $20.90 | $2,089,700.00 |
DisclosureSEC source: 0000899243-21-038457 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,987 Read SEC document |
| September 22, 2021 Filed Sep 25, 2021 00:46 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 3,110 | $20.15 | $62,667.43 |
DisclosureSEC source: 0000899243-21-037695 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478,987 F1 · kind: The sale reported on this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $20.15 to $20.251. The Reporting Person has provided to the issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| July 22, 2021 Filed Jul 23, 2021 21:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 13,206 | $23.50 | $310,341.00 |
DisclosureSEC source: 0000899243-21-029694 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,097 F1 · kind: These shares were sold by the reporting person as a selling stockholder pursuant to a secondary public offering of common stock of the issuer in connection with the underwriters' exercise of an option to purchase additional shares, which closed on July 22, 2021. The net price per share, after underwriting discounts and commissions, was $22.73625. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 21:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 85,000 | $23.50 | $1,997,500.00 |
DisclosureSEC source: 0000899243-21-029254 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 495,303 F1 · kind: These shares were sold by the reporting person as a selling stockholder pursuant to a secondary public offering of common stock of the issuer, which closed on July 19, 2021. The net price per share, after underwriting discounts and commissions, was $22.73625. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:44 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Tax withholdingCommon Stock | 1,443 | $35.69 | $51,500.67 |
DisclosureSEC source: 0000899243-21-027370 · doc4.xml · nonDerivative · entry 2 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 580,303 F3 · kind: The shares were withheld to satisfy tax withholding obligations. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 23:44 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 17,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027370 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 581,746 F1 · kind: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback Energy Acquisition Corporation (since renamed "ChargePoint Holdings, Inc." and referred to herein as the "Issuer"), Lightning Merger Sub Inc., a wholly owned subsidiary of the Issuer ("Merger Sub"), and ChargePoint, Inc., the Merger Sub merged with and into ChargePoint, Inc. (the "Merger"), the reporting persons became entitled to receive shares of the Issuer's Common Stock (the "Earnout Shares") following each of three Triggering Events (as defined in the Business Combination Agreement) that occur within five years of the February 26, 2021 closing of the Merger. F2 · kind: The third "Triggering Event" is the date on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $30.00 for any ten trading days within any twenty consecutive trading day period. The third Triggering Event occurred, and pursuant to the terms of the Business Combination Agreement, the Earnout Shares reported on this Form 4 were issued on July 1, 2021. The issuance of shares as merger consideration in the Merger transaction, including the receipt of the Earnout Shares reported on this Form 4, was exempt under Rule 16b-3. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 23:40 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | SaleCommon Stock | 5,015 | $32.22 | $161,591.83 |
DisclosureSEC source: 0000899243-21-026067 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,847 F1 · kind: The sale reported on this Form 4 represent shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales are mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and do not represent discretionary trades by the Reporting Person. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $32.22 to $32.375. The Reporting Person has provided to the issuer, and undertakes to provide to the staff of the Securities and Exchange Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| June 02, 2021 Filed Jun 5, 2021 00:00 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-022160 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 568,862 F1 · shares: The Reporting Person was granted restricted stock units ("RSUs"), each representing the right to receive one share of the issuer's common stock. The RSUs are subject to a service-based vesting requirement, which shall vest with respect to 12.5% on June 20, 2021 and 6.25% quarterly thereafter, provided that the Reporting Person remain in continuous service on each such vesting date. Quarterly vesting dates are September 20, December 20, March 20 and June 20. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:36 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | Tax withholdingCommon Stock | 3,447 | $27.84 | $95,964.48 |
DisclosureSEC source: 0000899243-21-013200 · doc4.xml · nonDerivative · entry 2 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,862 F4 · kind: The shares were withheld to satisfy tax withholding obligations. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 23:36 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | OtherCommon Stock | 35,798 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-013200 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472,309 F1 · kind: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback Energy Acquisition Corporation (since renamed "ChargePoint Holdings, Inc." and referred to herein as the "Issuer"), Lightning Merger Sub Inc., a wholly owned subsidiary of the Issuer ("Merger Sub"), and ChargePoint, Inc., the Merger Sub merged with and into ChargePoint, Inc. (the "Merger"), the reporting person became entitled to receive shares of the Issuer's Common Stock (the "Earnout Shares") following each of three Triggering Events (as defined in the Business Combination Agreement) that occur within five years of the February 26, 2021 closing of the Merger. F2 · kind: The three "Triggering Events" are (i) the date on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $15.00 for any ten trading days within any twenty consecutive trading day period; (ii) the date on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $20.00 for any ten trading days within any twenty consecutive trading day period; and (iii) the dates on which the volume-weighted average closing sale price of the Issuer's Common Stock is greater than or equal to $30.00 for any ten trading days within any twenty consecutive trading day period. In addition, Trigger Events may occur upon a Change of Control (as defined in the Business Combination Agreement). F3 · kind: The first two Triggering Events occurred on the same date, and pursuant to the terms of the Business Combination Agreement, the Earnout Shares reported on this Form 4 were issued on March 19, 2021. The issuance of the shares as merger consideration in the Merger transaction, including the receipt of the Earnout Shares reported on this Form 4, was exempt under Rule 16b-3. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:50 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantStock Option (right to buy) · Derivative | 247,735 | Not disclosed Strike: $0.84 | Not disclosed |
DisclosureSEC source: 0000899243-21-009003 · doc4.xml · derivative · entry 2 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,735 Underlying: Common Stock · 247,735 shares Expires 2021-02-28 F2 · price: The Stock Option was received in exchange for an option to purchase 248,580 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Stock Option vests in 48 equal monthly installments from November 6, 2017, subject to the Reporting Person's continuous service through each vesting date. F2 · derivative.exercise_date: The Stock Option was received in exchange for an option to purchase 248,580 shares of common stock of ChargePoint, Inc. in connection with the Merger. The Stock Option vests in 48 equal monthly installments from November 6, 2017, subject to the Reporting Person's continuous service through each vesting date. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 21:50 UTC | ChargePoint Holdings, Inc. CHPT · Entity 6581 | GrantCommon Stock | 436,511 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-009003 · doc4.xml · nonDerivative · entry 1 Burghardt Christopher · CIK 0001837941 · Managing Director, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436,511 F1 · price: Pursuant to the terms of that certain Business Combination Agreement and Plan of Reorganization, dated as of September 23, 2020 (the "Business Combination Agreement"), among Switchback, Lightning Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Switchback ("Merger Sub"), and ChargePoint, Inc., a Delaware corporation ("ChargePoint"), the Merger Sub merged with and into ChargePoint Holdings, Inc. (the "Merger"). On the closing date of the Merger, the price of ChargePoint's Common Stock was $30.83 per share. The Shares were received in exchange for 438,000 shares of Common Stock of ChargePoint, Inc. in connection with the Merger. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.